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Vanguard Industrials ETF

424 hedge funds and large institutions have $2.48B invested in Vanguard Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 108 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $242K

106% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 31

7% more funds holding

Funds holding: 398424 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% less capital invested

Capital invested by funds: $2.49B → $2.48B (-$11.3M)

3.54% less ownership

Funds ownership: 59.44%55.91% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 148

Holders
424
Holders Change
+26
Holders Change %
+6.53%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
64
Increased
108
Reduced
148
Closed
31
Calls
$1.61M
Puts
$242K
Net Calls
+$1.37M
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$930M -$120M -595,402 -12%
Morgan Stanley
2
Morgan Stanley
New York
$232M +$113M +560,499 +114%
PCH
3
PGIM Custom Harvest
New Jersey
$172M -$2.71M -13,425 -2%
Wells Fargo
4
Wells Fargo
California
$92.8M -$16.7M -82,758 -16%
UBS Group
5
UBS Group
Switzerland
$87M +$2.58M +12,791 +3%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$50.6M -$156M -771,957 -77%
JP Morgan Chase
7
JP Morgan Chase
New York
$37.6M +$15.7M +78,058 +84%
LPL Financial
8
LPL Financial
California
$35M +$899K +4,462 +3%
Stifel Financial
9
Stifel Financial
Missouri
$32.2M +$443K +2,200 +2%
CFGSD
10
Compass Financial Group (South Dakota)
South Dakota
$27.7M +$337K +1,670 +1%
Ameriprise
11
Ameriprise
Minnesota
$26.8M -$2.28M -11,322 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26M -$72.5M -359,838 -75%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.8M -$7.55M -37,455 -24%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$22.3M +$6.19M +30,716 +44%
Osaic Holdings
15
Osaic Holdings
Arizona
$21.3M -$39.3M -194,902 -67%
M&T Bank
16
M&T Bank
New York
$20.7M -$285K -1,415 -1%
RJA
17
Raymond James & Associates
Florida
$19.1M +$683K +3,388 +4%
KIA
18
KCM Investment Advisors
California
$18M -$800K -3,971 -5%
HighTower Advisors
19
HighTower Advisors
Illinois
$17.8M +$6.9M +34,254 +74%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$17.5M +$37.1K +184 +0.2%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$17.2M +$11.7K +58 +0.1%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$15.9M -$4.04M -20,059 -22%
AAS
23
Ameritas Advisory Services
Nebraska
$12.7M +$10.8M +53,418 +1,338%
Truist Financial
24
Truist Financial
North Carolina
$12.7M -$309K -1,531 -3%
CAN
25
Cetera Advisor Networks
California
$12.5M -$8.07M -40,045 -41%